CreativeOne Wealth’s Linde LIN Stock Holding History

CreativeOne Wealth’s Portfolio LIN Stock Details LIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$426K	Buy	859 +335	+64%	+$158K	0.01%	868
2025 Q4	$224K	Sell	524 -115	-18%	-$49.3K	0.01%	1078
2025 Q3	$304K	Buy	639 +20	+3%	+$9.47K	0.01%	942
2025 Q2	$291K	Buy	619 +69	+13%	+$31.5K	0.01%	927
2025 Q1	$256K	Buy	550 +42	+8%	+$18.9K	0.01%	914
2024 Q4	$213K	Sell	508 -2,599	-84%	-$1.18M	0.01%	1001
2024 Q3	$1.48M	Buy	3,107 +528	+20%	+$241K	0.05%	331
2024 Q2	$1.13M	Sell	2,579 -294	-10%	-$129K	0.06%	299
2024 Q1	$1.33M	Buy	+2,873	New	+$1.24M	0.05%	317
2022 Q2	–	Sell	-676	Closed	-$216K	–	766
2022 Q1	$216K	Sell	676 -56	-8%	-$17.3K	0.01%	684
2021 Q4	$254K	Buy	732 +41	+6%	+$13.3K	0.01%	640
2021 Q3	$203K	Buy	+691	New	+$210K	0.01%	664

Other funds holding LIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CreativeOne Wealth's LIN Position: Q1 2026 in Review

CreativeOne Wealth increased its Linde (LIN) stake by 64% in Q1 2026, buying an estimated $158K and bringing the position to 859 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #868.

CreativeOne Wealth first reported a position in LIN in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.48M in Q3 2024. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

CreativeOne Wealth held 859 shares of Linde worth $426K as of Q1 2026.
CreativeOne Wealth bought 335 Linde shares in Q1 2026, an estimated $158K.
Linde made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #868 holding.
CreativeOne Wealth first reported a position in Linde in Q3 2021 and has held it in 12 quarters since.
CreativeOne Wealth's Linde position peaked at $1.48M in Q3 2024.
2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.